One of the hardest things to do in any business is to establish trust and confidence over the telephone. Lifetime Assurance did that, and then some! They kept me up-to-date so I knew I always had options. But, more importantly, I knew who to call when I was ready to explore. They helped guide me through the process of identifying the right options for my 401k.

Shannon with Lifetime Assurance took the time to understand my needs and then provided me with several options that ensured all my needs were met. The ongoing communication and quality of service is superb and at a level rarely seen or experienced these days.

Thank you all for your hard work in planning for our financial future. Our investments were devastated during Covid. Thank you for solving our problem in putting our retirement in the safest place. Your efforts are greatly appreciated and are also helping our mental well being. Best wishes to everyone in the team, your families and your friends.